See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $420,727 | $77,419+443.4% | $69,455+505.7% | $152,861+175.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 23.81% | 39.06%-15.3pp | 28.97%-5.2pp | 345.32%-321.5pp |
| Employer contribution / active EE | $8,898 | $3,315+168.4% | $2,779+220.2% | $4,762+86.8% |
| Participant deferral / active EE | $10,118 | $4,414+129.2% | $3,535+186.2% | $5,850+73.0% |
| Admin fee / account holder | $20 | $6,207-99.7% | $3,839-99.5% | $11,596-99.8% |